Updates – Earnings

The Economy Was Supposed to Slow by Now. Instead It’s Revving Up.

October 23rd, 2023|

David Harrison The Wall Street Journal October 23, 2023 Earlier this year, economists and Federal Reserve officials predicted that the U.S. economy would be sputtering by now as higher interest rates cut into spending and investment. The opposite is happening. Recent economic data suggest the economy is accelerating despite higher borrowing costs, the resumption of

Rising Rates Make Big Companies Even Richer

September 15th, 2023|

James Mackintosh The Wall Street Journal September 15, 2023 The amount companies earn from cash in the bank is going up even as interest costs fixed during the pandemic stand still. The Federal Reserve jacked up interest rates to slow the red-hot economy. At some of the biggest and most secure companies, the moves had the opposite

Earnings Estimates Are Rising, a Welcome Sign for 2023 Market Rally

September 10th, 2023|

Karen Langley The Wall Street Journal September 10, 2023 Stock advances have surprised many investors, partly because expectations for company earnings hadn’t kept up. Wall Street expects corporate earnings to rebound after three quarters of year-over-year declines, a development that could put the stock market’s faltering rally on firmer footing. When the next reporting season

After $18 Trillion Rout, Global Stocks Face More Hurdles in 2023

January 11th, 2023|

Thursday, December 29, 2022 09:00 PMSource: Bloomberg by Jan-Patrick Barnert Recession, rate hikes risk spurring earnings slowdown in 2023 - Question marks remain over how Big Tech and China will fare. More tech tantrums. China’s Covid surge. And above all, no central banks riding to the rescue if things go wrong. Reeling from a record

The earnings apocalypse has not yet materialized

October 18th, 2022|

Bob PisaniCNBCOctober 17,2022 The first crop of earnings reports was a disappointment, but most of the early bank reports on Friday were decent, and Bank of America also reported earnings above expectations Monday morning. Thirty- five companies have reported third-quarter earnings so far. Of that group, 68.5% have beaten estimates, lower than the prior four-quarter


October 12th, 2022|

John Butters Factset October 10, 2022 As of today, the S&P 500 is expected to report (year over-year) earnings growth of 2.4% for the third quarter, which would be the lowest earnings growth reported by the index since Q3 2020. Given that most S&P 500 companies report actual earnings above estimates, what is the likelihood

S&P 500 Earnings During Recessions

September 13th, 2022|

Published 09/13/22 Source: Bloomberg by Gina Martin Adams and Gillian Wolff Recent recession experiences have led most to believe that S&P 500 earnings are likely to get crushed in response to higher interest rates, but an examination of longer-term history shows earnings declines vary extensively. Without clear economic excesses to be resolved, the consensus for

US Corporate Profits Soar, Taking Margins to Widest Since 1950

August 25th, 2022|

Thursday, August 25, 2022 08:42 AM Source: Bloomberg By Reade Pickert A measure of US profit margins has reached its widest since 1950, suggesting that the prices charged by businesses are outpacing their increased costs for production and labor. After-tax profits as a share of gross value added for non-financial corporations, a measure of aggregate

US Labor Market Shows No Signs of an Imminent Recession

July 7th, 2022|

Thursday, July 7, 2022 03:00 AM Source: Bloomberg, Coner Sen Checking in on the health of the economy used to mean a quick glance at a handful of indicators: unemployment and inflation rates, a couple quarters of gross domestic product growth, housing market sales, maybe the recent performance of the stock market. That approach isn’t as

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